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GeoWealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

GeoWealth Management’s Portfolio DCOR Stock Details DCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.39M Buy
47,035
+6,137
+15% +$458K 0.12% 109
2025
Q4 		$3.01M Buy
40,898
+4,346
+12% +$316K 0.11% 116
2025
Q3 		$2.63M Buy
36,552
+17,974
+97% +$1.25M 0.1% 138
2025
Q2 		$1.24M Buy
18,578
+4,527
+32% +$282K 0.05% 218
2025
Q1 		$862K Buy
14,051
+11,767
+515% +$758K 0.03% 302
2024
Q4 		$147K Buy
2,284
+80
+4% +$5.21K ﹤0.01% 867
2024
Q3 		$140K Buy
2,204
+2,090
+1,833% +$127K ﹤0.01% 815
2024
Q2 		$6.79K Buy
+114
New +$6.62K ﹤0.01% 850

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return